Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ABLE FINANCIAL GROUP, LLC
EIN 20-4911852financial servicesLatest filing 2024
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
30
8737 E. VIA DE COMMERCIO, SUITE 100 - SCOTTSDALE, AZ 85258480-258-6104ablefinancialgroup.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 30 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ABLE FINANCIAL GROUP, LLC 401(K) PS PLAN
401k
Assets$2.8M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ABLE FINANCIAL GROUP, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ABLE FINANCIAL GROUP, LLC 401(K) PS PLAN | 401k | $2.8M | 19 | 2024 | |
| 002 | ABLE FINANCIAL GROUP, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.1M | 11 | 2024 |
Retirement plans